Loan Documentation & Closing Specialist

Renasant Bank; Tampa (FL); Presencial; USD 36.000 - 48.000; Jornada completa

Descripción de la vacante

Renasant Bank is seeking a Lending Assistant to support the Executive Officer, Branch Manager, or Loan Officer by gathering financial data and preparing loan documents. The role involves handling confidential files, assisting in loan closings, and preparing entries to book loans.

The position supports daily customer inquiries, monitors overdrafts, and participates in miscellaneous branch tasks as needed. A strong attention to detail and basic accounting knowledge are essential.

Formación

• High School diploma or equivalent required.
• Minimum of 2 years job related experience.
• Ability to operate a personal computer using Microsoft Word and Excel.
• Ability to use DecisionPro and nCino, with a working knowledge of SBLU, BBLU, CLU, and the LSP highly preferred.
• Basic knowledge of accounting.
• Ability to deal tactfully and effectively with customers issues as well as co-workers.
• Technical knowledge and proficiency to handle the activities and responsibilities of the job.
• Excellent organizational skills and ability to multi-task.

Responsabilidades

• Prepare loan papers, documents, files and correspondence.
• Aid the lender in collecting financial and related data to determine credit worthiness.
• Collect information reflecting current credit worthiness of customers and existing loans.
• Assist in monitoring overdraft list and calling for deposits as needed.
• Assist in collection efforts through preparing correspondence and monitoring payments.
• Assist in preparing management reports including past due reports.
• Prepare entries to book loans including loan proceeds checks.
• Assist loan customers with deposit inquiries and problems.
• Follow-up on tickler exceptions.
• Keep records and prepare master note draws, construction lines of credit, and related lines of credit.
• Determine loan documentation and compliance documents needed for loans.
• Close loans on a regular basis.
• Assist in monitoring and collecting information for notes renewal.
• Work as a Personal Banker when needed.
• Assist in other branch assignments as needed.
• Perform other related duties as assigned.

Conocimientos

Organizational skills

Multi-tasking

Customer handling

Technical proficiency

Educación

High School diploma or equivalent

Herramientas

Microsoft Word

Microsoft Excel

DecisionPro

nCino

Descripción del empleo

Renasant Bank is seeking a Lending Assistant to support the Executive Officer, Branch Manager, or Loan Officer by gathering financial data and preparing loan documents. The role involves handling confidential files, assisting in loan closings, and preparing entries to book loans.

The position supports daily customer inquiries, monitors overdrafts, and participates in miscellaneous branch tasks as needed. A strong attention to detail and basic accounting knowledge are essential.